Relationship Banker: Elevate Client Finance & Service

Bank of America; Winston-Salem (NC); On-site; USD 32,000 - 52,000; Full time

Job summary

Bank of America in Winston-Salem, NC is seeking a customer service-focused associate to engage clients in the lobby and guide them through self-service options like mobile, online, or ATM transactions.

The role emphasizes building relationships to meet financial needs, handling cash, and guiding clients to suitable solutions while maintaining compliance with laws and internal guidelines.

Qualifications

• High school diploma or equivalent required.
• Experience in financial services and knowledge of financial products is a plus.
• Ability to learn and adapt to new information and technology platforms.

Responsibilities

• Executes the bank's risk culture and strives for operational excellence.
• Builds relationships with clients to meet financial needs.
• Follows established processes and guidelines to do what is right for clients and the bank, in accordance with laws and regulations.
• Grows business knowledge by partnering with experts in small business, lending, and investments.
• Manages financial center traffic, appointments, and outbound calls.
• Drives the client experience.
• Manages cash responsibilities.

Skills

Adaptability

Customer focus

Oral communications

Problem solving

Relationship building

Account management

Client experience

Client management

Client solutions

Advisory relationships

Business development

Prospecting

Referral management

Branding

Education

High School Diploma or GED

Job description

Bank of America in Winston-Salem, NC is seeking a customer service-focused associate to engage clients in the lobby and guide them through self-service options like mobile, online, or ATM transactions.

The role emphasizes building relationships to meet financial needs, handling cash, and guiding clients to suitable solutions while maintaining compliance with laws and internal guidelines.